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All posts tagged Volatility

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

February 12, 2020

How should we position our portfolios against volatility from this outbreak of the Coronavirus?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

Thomas S. Caldwell, C.M.

Chairman

September 5, 2019

You believe the market now, in September 2019, has an “upward bias”. Why?

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

August 29, 2019

What is your best advice to investors for the rest of this year?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund

Morgan Pampe, MFIN, CFA

Portfolio Manager

August 14, 2019

It’s August 2019, why are markets so volatile right now?

Thomas S. Caldwell, C.M.

Chairman

August 8, 2019

We seem to have a lot of volatility this August 2019. What’s all of this turmoil pointing to in the future?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

June 18, 2019

The media is full of scary headlines about trade wars and the possibilities of recessions, but stocks keep going up. Should I be afraid? Should I be reducing my investments?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

May 6, 2019

I keep hearing about how the stock market is volatile and expensive, but, at the same time, how the Canadian economy has to overcome many challenges: housing, high debt levels, trade wars and our deteriorating status among international investors. As a retail investor, how do I navigate these choppy waters?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

Thomas S. Caldwell, C.M.

Chairman

April 16, 2019

You like the “wobble” factor in the markets. What does that mean?

Thomas S. Caldwell, C.M.

Chairman

March 5, 2019

You mentioned in your Volatility write up that 10% of investors are actually looking at corporate fundamentals. What is your investment discipline?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

February 12, 2019

What should investors do in these volatile markets to protect themselves?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

Mario Mainelli, CFA

Portfolio Manager

January 29, 2019

What would you look for in a stock, in a volatile environment?